WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,353 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.4M | $630M | 6.8% | $116.73 | +60.66% | 28 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 1.6M | $492.7M | 5.3% | $113.50 | +177.13% | 28 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 1.8M | $480.9M | 5.2% | $116.18 | +133.37% | 28 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 990,128 | $473.8M | 5.1% | $187.17 | +160.45% | 28 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 1.3M | $321.8M | 3.5% | $134.39 | +73.03% | 28 qtrssince 2019-Q1 | Increased 57 |
ISHARES CORE S&P 500 ETF | 428,003 | $297.4M | 3.2% | $328.96 | +109.73% | 28 qtrssince 2019-Q1 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 425,183 | $294.1M | 3.2% | $265.29 | +158.97% | 28 qtrssince 2019-Q1 | Increased 57 |
BROADCOM INC | 795,026 | $273.3M | 3.0% | $175.18 | +99.71% | 28 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 656,811 | $219.8M | 2.4% | $105.99 | +203.78% | 28 qtrssince 2019-Q1 | Increased 53 |
ELI LILLY & CO | 176,625 | $187.9M | 2.0% | $713.46 | +49.90% | 28 qtrssince 2019-Q1 | Increased 65 |
META PLATFORMS INC-CLASS A | 241,566 | $159.6M | 1.7% | $378.19 | +76.09% | 20 qtrssince 2021-Q1 | Increased 49 |
VISA INC-CLASS A SHARES | 435,980 | $155.9M | 1.7% | $179.28 | +94.45% | 28 qtrssince 2019-Q1 | Increased 50 |
ISHARES CORE S&P MIDCAP ETF | 1.8M | $125.2M | 1.4% | $56.21 | +18.67% | 28 qtrssince 2019-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 231,642 | $115.6M | 1.3% | $262.86 | +91.63% | 28 qtrssince 2019-Q1 | Increased 48 |
GOLDMAN SACHS GROUP INC | 102,271 | $97.7M | 1.1% | $316.66 | +179.30% | 28 qtrssince 2019-Q1 | Increased 48 |
TESLA INC | 204,841 | $88.7M | 1.0% | $352.14 | +29.05% | 28 qtrssince 2019-Q1 | Increased 53 |
TJX COMPANIES INC | 574,995 | $88.5M | 1.0% | $56.40 | +169.85% | 28 qtrssince 2019-Q1 | Increased 43 |
VANGUARD FTSE DEVELOPED ETF | 1.4M | $87.4M | 0.9% | $37.36 | +68.05% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 695,194 | $86.7M | 0.9% | $86.73 | +40.32% | 28 qtrssince 2019-Q1 | Increased 43 |
APPLIED MATERIALS INC | 288,194 | $85.3M | 0.9% | $125.31 | +104.58% | 28 qtrssince 2019-Q1 | Decreased 0 |
WHITTIER TRUST CO manages $9.2B across 1353 positions as of Q4 2025. Top holdings: NVDA (6.8%), GOOG (5.3%), AAPL (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 61 new positions, 87 exits, 251 increased. Top move: LLY (INCREASED, conviction 65). Portfolio: $9.2B across 1353 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer